Register research contacts from new Outlook messages
Keep participant records current without another admin task.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Research contacts remain scattered between mailboxes and research tools.
- Keep participant records complete
- Reduce duplicate entry
- Prepare contacts for future research logging
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dovetail once.
- 2Create an automation instructing Notis to identify research participants in each new message and create a Dovetail contact only when the person is not already represented.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with one participant email.
Questions about this workflow
Will it create duplicates?
Tell Notis to check available Dovetail contact information before creating a new contact.
Can it ignore newsletters?
Yes, instruct it to process only messages that represent research or participant communication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dovetail. A trigger fires from one place; an action lands in another.
Outlook triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Outlook and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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